Transfer Agency Manager

  • Negotiable
  • Full Time
  • Dublin
  • Posted 2 weeks ago

Transfer Agency Manager

Our Client is a leading funds operator within international investment management.  They are looking for a well experienced individual to head up an investor services team.  The ideal candidate will be coming from a multinational organisation, having previously managed teams and an expert in the Funds sector.


  • Proactive risk management – identify and prioritise Management Self Identified issues for the department and ensure remedial action taken to address areas of risk within the operation
  • Mitigate risk through efficient usage of Technology, review technology developments, identify areas of risk and ensure appropriate focus on mitigating such areas
  • Risk governance – ensure procedures, operational guides and other internal supporting documentation are up to date
  • Lead Business Risk Review (BRR) process for the unit ensuring effective GDTA contribution to this internal risk review process
  • Ownership for capacity reporting including monthly reporting on progress to AOP headcount
  • Managing department recruitment process, shortlisting candidates for interview and making recommendations on hire decisions
  • Management planning – ensure robust MIS in place to allow for review of departmental performance, trend analysis, knowledge sharing 
  • People management – build action plans to reduce key man risk, through targeted upskilling and cross training programs
  • Training requirements – identify training needs and work closely with Business Process Training (BPT) to ensure training is delivered to all staff levels

Experience required 

  • Educated to Degree level
  • 4 years + working in investor services / transfer agency departments
  • Essential to have staff management experience
  • Strong business sense and awareness of the key risk areas of the business
  • Demonstration of strong industry knowledge is essential
  • Practical experience of process reviews and re-engineering required
  • Strong inter-personal and decision making skills and the ability and vision to drive teams forward and lead from the front
  • Ability to participate in strategic planning and budgeting for the department
  • Excellent communication and relationship management skills

Full job description is available on request – contact Barbara Donnellan for further details at 01 474 4512

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Barbara Donnellan

Barbara Donnellan

  • Banking & Finance Manager